Mike Zung, CFP® (@mikezungcfp) 's Twitter Profile
Mike Zung, CFP®

@mikezungcfp

Founder of @java_wealth | Financial planner for ppl w/ equity comp | Small-but-mighty YouTube channel | @LFC fan | Tweets != advice

ID: 796388924

linkhttp://www.javawealth.com calendar_today01-09-2012 16:12:00

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Mike Zung, CFP® (@mikezungcfp) 's Twitter Profile Photo

Ok, @FutureProofAC was a blast! It was such an awesome opportunity to meet & hang out with so many amazing people (though I feel like the only one who didn't take pics). Time to rally and do more of that at #XYPNLive next week...

Mike Zung, CFP® (@mikezungcfp) 's Twitter Profile Photo

After a year of no new videos, I'm getting back on the YouTube wagon! 1st up: 10b5-1 trading plans I jokingly told everyone at my #xypnlive talk last week to not beat me to this topic, so I'm just making sure of it. Full video: youtu.be/Hh6AHQ9a3H4

Mike Zung, CFP® (@mikezungcfp) 's Twitter Profile Photo

Want to see all of your RSU / ISO / NSO info in one glance AND how it relates to the rest of your finances? What is missing? Feedback is welcome from anyone who currently has RSUs / options (and equity comp #fintwit): sites.google.com/javawealth.com…

Mike Zung, CFP® (@mikezungcfp) 's Twitter Profile Photo

Not gonna lie... pretty excited to roll this out for the fellow equity comp financial planners! Just added to the Beautiful Financial Plan: Stock Option Worksheet + Deliverable Templates 🔥 Comment or DM me to see the video overview (b/c X hates me if I link to it here).

Not gonna lie... pretty excited to roll this out for the fellow equity comp financial planners!

Just added to the Beautiful Financial Plan: Stock Option Worksheet + Deliverable Templates 🔥

Comment or DM me to see the video overview (b/c X hates me if I link to it here).
Mike Zung, CFP® (@mikezungcfp) 's Twitter Profile Photo

Spending a weekend in Chicago with my wife in a couple of weeks. What restaurant do we have to go to? Best laid-back cocktail bar/speakeasy?

Mike Zung, CFP® (@mikezungcfp) 's Twitter Profile Photo

In the software dev world, I felt like I was surrounded by a bunch of geeks. Then I switched to financial planning... and realized I'm the geek now. Thanks to InvestmentNews for this cool profile piece investmentnews.com/practice-manag…